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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,691 | $71,215+28.8% | $93,696-2.1% | $80,935+13.3% |
| Participation rate | 52.5% | 60.4%-7.9pp | 68.7%-16.2pp | 67.7%-15.2pp |
| Annual return | 12.05% | 11.27%+0.8pp | 133.74%-121.7pp | 35.66%-23.6pp |
| Employer contribution / active EE | $612 | $1,565-60.9% | $2,422-74.7% | $2,757-77.8% |
| Participant deferral / active EE | $4,066 | $4,037+0.7% | $4,417-7.9% | $4,299-5.4% |
| Admin fee / account holder | $3,236 | $6,958-53.5% | $8,287-60.9% | $6,924-53.3% |